Integrated Advisors Network’s MSCI MSCI Stock Holding History

Integrated Advisors Network’s Portfolio MSCI Stock Details MSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,051	Closed	-$606K	–	798
2025 Q2	$606K	Buy	1,051 +183	+21%	+$101K	0.03%	455
2025 Q1	$491K	Buy	868 +104	+14%	+$60.5K	0.02%	466
2024 Q4	$458K	Buy	764 +248	+48%	+$149K	0.02%	478
2024 Q3	$301K	Buy	+516	New	+$280K	0.01%	596
2024 Q2	–	Sell	-540	Closed	-$302K	–	726
2024 Q1	$302K	Buy	+540	New	+$304K	0.02%	594
2023 Q2	–	Sell	-381	Closed	-$213K	–	691
2023 Q1	$213K	Buy	+381	New	+$202K	0.01%	616
2022 Q3	–	Sell	-610	Closed	-$251K	–	681
2022 Q2	$251K	Buy	610 +204	+50%	+$88.8K	0.02%	564
2022 Q1	$204K	Buy	406 +47	+13%	+$24.4K	0.01%	628
2021 Q4	$220K	Buy	+359	New	+$225K	0.01%	584

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return